Investment consulting
Your goals and needs will evolve over time, and so will our approach to managing your wealth. We continually evaluate how our strategy is working and monitor your investments closely. We’ll communicate with you on a regular basis so that when new challenges and unexpected opportunities arrive in your life, we’re well prepared to make necessary changes to your investment plan.
Relationship management
Your advisory team leads your holistic wealth plan while drawing on the expertise of our trusted network of professionals including accountants, attorneys and Medicare specialists. This helps us create a comprehensive plan covering various aspects of your financial life.
Advanced planning
With the right planning, your wealth can shape your legacy and benefit generations to come. At MPM, we often work with multiple generations of some of the same families, helping them plan and strategize for the future. Whether you want to pass on your wealth, craft a succession plan for a family business, arrange for long term charitable giving, or some combination of all three, MPM will guide you through this complex process and endeavor to make your wishes a reality.
Financial planning
The path to financial freedom is complex, and it requires you to make a lot of decisions about your money—but you don’t have to do it alone. Financial planning with MPM will provide a roadmap to help you get there. By taking a goals-based approach to planning, we can help reduce your stress about money, and make the most of the retirement you’ve worked for.
Investment management
MPM takes a disciplined approach to investment management. We don’t believe in market timing or stock picking. We take an evidence-based approach to investing. Following Modern Portfolio Theory, our goal is to ensure your portfolio is globally diversified, structured around dimensions of returns, mindful of expenses and taxes and aligned with your goals and tolerance for risk.
Insurance
Life is full of uncertainties, but you can be prepared by putting insurance to work for your wealth management plan. Insurance can help fill gaps in funding your long-term goals while protecting you and your family. MPM’s financial advisors work on an independent basis to incorporate solutions such as life insurance, long-term care insurance, and annuities.
Strategic tax planning
Tax planning is a critical aspect of wealth management, from choosing the right retirement vehicles for your needs, to forming an estate plan, and even buying or selling a home. Our team will work closely with your tax professional to create and maintain your financial plan.
Trusts and estates
Estate planning helps you preserve and pass on your wealth. MPM can work with your trusted attorney or refer you to an attorney in our network to help you find the best options for planning your legacy, including trusts, tax-efficient estate and gifting plans, charitable giving, and developing a succession plan for a family business.